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Cypress Advisory Group LLC

SEC CIK
0002056766
Latest filing
Jul 17, 2026

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Cypress Advisory Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
7,477
Value
$1.02M
% of portfolio
0.8%
Quarters held
3
Since Q4 2025
Holdings of BR by Cypress Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,477$1.02M0.8%+301+4.2%AddedHolders
Q1 20267,176$1.17M0.9%+5,176+258.8%AddedHolders
Q4 20252,000$446.3K0.3%+2,000NewHolders